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Our Philosophy For Working With Current & Prospective Clients

As your estate planning attorney, we strive to serve you as people, not as a "file."  By focusing on your family's hopes, dreams, and aspirations, we are able to combine our legal expertise to create plans that serve your family, not only today, but well into the future.
 

The Estate Planning Process

Step One:  The Initial Consultation & Design Meeting

We offer prospective estate planning clients a complimentary initial consultation for general estate planning. With the prospective client's permission, family members are welcome to attend this initial consultation, as well.  If this cannot be arranged, we will seek the prospective client's permission to discuss their estate planning with family afterward.

During this first meeting, our firm will spend one to two hours with prospective clients.  After listening to their needs, plans, and goals, we will generally make some estate planning recommendations.  In some cases we may ask for a follow-up meeting to present a summary and specific recommendations.

After making our recommendations, we will quote a flat fee for design, drafting, and implementation of the plan.  The prospective client may then choose to engage the firm by signing a fee agreement and paying a deposit, or they may choose to take some time to reflect before moving ahead.
 

Step Two:  Final Review & Signing Documents

Should clients choose to engage the firm at this point, a follow-up meeting to sign documents and begin implementation of the plan will be scheduled.  This meeting may be quite lengthy, as we will thoroughly explain the planning documents to the clients, and to their family members, if necessary.  We will also explain how to fund trusts and provide instructions on how to complete this process.
 

Step Three:  Ongoing Client Care

We do not consider the signing of the documents as just the final part of a legal transaction.  In fact, we strive to build lasting relationships with our clients.  Through our firm's Client Care Program we keep our clients informed of changes that could affect their planning, maintain a secure storage of your estate planning, legal, and financial records in order to maintain your estate plan to meet your ever-changing estate planning goals.  We also encourage our clients to call our office when they have a question concerning any aspect of their estate planning.
 

Our Philosophy For Working With Professional Advisors

 

As an estate planning law firm, we work closely with other Professional Advisors, including Certified Financial Planner™ Professionals, Investment Advisors, Financial Consultants, Insurance Professionals, Certified Public Accountants, and Tax Advisors.  We believe the team approach provides our clients with the most sophisticated, comprehensive, and effective estate planning possible.  To that end, we encourage our clients to invite their Professional Advisors into the estate planning process.  Moreover, once involved, we strive to keep you informed and involved at all stages of the estate planning process.

"Excellent service based on expert knowledge. Working with Corey was fantastic. My wife and I were setting up a new business, and needed to have a complete estate plan established. Corey not only covered the basics, but included important protections for our children’s future that I never would have thought of. He also made sure we understood how to use the information in order to update other assets like life insurance. I have recommended Corey to several of my friends, and will continue to do so without reservation." - Tim (Belton, MO)